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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2751
Lauterbach Financial Advisors
Texas
– -$302K -840 Closed
EHAM
2752
Eagle Harbor Asset Management
Washington
– -$296K -825 Closed
FF
2753
Financial Futures
New Jersey
– -$296K -825 Closed
HCM
2754
HM Capital Management
Missouri
– -$296K -825 Closed
GSWM
2755
Greenup Street Wealth Management
Michigan
– -$295K -822 Closed
SIM
2756
Stratos Investment Management
Ohio
– -$295K -822 Closed
ACM
2757
Ategra Capital Management
Virginia
– -$293K -816 Closed
CPSAC
2758
Chas P. Smith & Associates (CPS)
Florida
– -$292K -813 Closed
PBF
2759
Petix & Botte Financial
California
– -$291K -810 Closed
VDI
2760
Vaughan David Investments
Illinois
– -$289K -804 Closed
AUB
2761
Atlantic Union Bankshares
Virginia
– -$288K -801 Closed
PSC
2762
Prentiss Smith & Co
Vermont
– -$287K -798 Closed
ACM
2763
Anfield Capital Management
California
– -$286K -795 Closed
BOC
2764
Bull Oak Capital
California
– -$286K -795 Closed
CHP
2765
Cable Hill Partners
Oregon
– -$286K -795 Closed
MPCG
2766
Matrix Private Capital Group
New York
– -$284K -792 Closed
PI
2767
Pachira Investments
California
– -$284K -792 Closed
WFA
2768
WestHill Financial Advisors
California
– -$283K -789 Closed
SWP
2769
Summit Wealth Partners
Florida
– -$282K -786 Closed
MWM
2770
Marion Wealth Management
Pennsylvania
– -$280K -780 Closed
SPAS
2771
Spectrum Planning & Advisory Services
California
– -$280K -780 Closed
TLP
2772
Trinity Legacy Partners
Texas
– -$280K -780 Closed
WAAG
2773
Wealth Alliance Advisory Group
Kansas
– -$279K -777 Closed
FNBOMD
2774
First National Bank of Mount Dora
Florida
– -$278K -774 Closed
KWM
2775
Kanen Wealth Management
Florida
– -$278K -774 Closed
109 110
111
112 113